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Top Picks in Banks and mREITs

Bank stocks have moved materially higher over the last three months, with the KBW Bank Index (BKX) up 16% versus a 6% increase in the Standard & Poor's 500. Much of the move can be attributed to improving investor expectations, given the increase in the 10-year U.S. Treasury yield as many believe the Federal Reserve is bringing monetary stimulus to an end sooner rather than later.